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FWGIX vs WIMVX
FWGIX vs WIMVX Comparison
Open Charts FWGIX vs WIMVX
American Funds Capital World Gr&Inc F3
Price$74.82
Change-$0.26 (-0.35%)
VolumeN/A
Net Assets140.8B
Segall Bryant & Hamill Glb All Cp Inst
Price$12.24
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets35.8M
FWGIX vs WIMVX Comparison Chart in %
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FWGIX vs. WIMVX commentary
Sep 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FWGIX is a StrongBuy and WIMVX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 141B vs. WIMVX (35.8M). FWGIX pays higher dividends than WIMVX: FWGIX (1.73) vs WIMVX (0.86). FWGIX was incepted earlier than WIMVX: FWGIX (9 years) vs WIMVX (18 years). WIMVX (1.44) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. WIMVX (25.00). WIMVX has a lower initial minimum investment than FWGIX: WIMVX (250000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 13.76 vs. WIMVX (4.28). FWGIX return over 5 years is better than : 54.88 vs. WIMVX (28.89).
| FWGIX | WIMVX | FWGIX / WIMVX | |
| Total Expense Ratio | 0.41 | 0.74 | 55% |
| Annual Report Gross Expense Ratio | 0.41 | 1.44 | 28% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 19.368 | 9.562 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 35.8M | 393,855% |
| Annual Yield % from dividends | 1.73 | 0.86 | 201% |
| Returns for 1 year | 13.76 | 4.28 | 321% |
| Returns for 3 years | 60.50 | 46.59 | 130% |
| Returns for 5 years | 54.88 | 28.89 | 190% |
| Returns for 10 years | N/A | 44.17 | - |
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